Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$58,948
+$5,496 QoQ
Shares Held
173
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,934
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $236,120 across 11 Insurance - Property & Casualty names. CB ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
173 | $58,948 | |
| 2 | TRV |
Travelers Companies, Inc.
|
169 | $55,790 | |
| 3 | L |
Loews Corp
|
424 | $48,001 | |
| 4 | PGR |
Progressive Corp/Oh/
|
142 | $31,019 | |
| 5 | ALL |
Allstate Corp
|
119 | $28,314 | |
| 6 | WRB |
Berkley W R Corp
|
108 | $7,617 | |
| 7 | ORI |
Old Republic International Corp
|
102 | $4,173 | |
| 8 | AFG |
American Financial Group Inc
|
15 | $2,099 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,948 | 173 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,452 | 164 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $51,187 | 164 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $50,805 | 180 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $52,149 | 180 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $54,358 | 180 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,262 | 48 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,842 | 48 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,243 | 48 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,438 | 48 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,848 | 48 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9 | 48 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,242 | 48 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,320 | 48 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10,588 | 48 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $8,730 | 48 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $9,435 | 48 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $10,267 | 48 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $9,278 | 48 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,327 | 48 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,629 | 48 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $7,582 | 48 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,388 | 48 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,573 | 48 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,077 | 48 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,361 | 48 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||